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but first we go under the radar for china. what new data beyond the great wall is suggesting about investment opportunities there. those stories and much more coming up on halftime. >> i think you know we upgrayed our exposure to china last week, so i kind of agree with some of the comments just made, the recent data reports look better in china. they have really outperformed. therefore that latter group is cheap. so we like increasing china exposure. >> that was morgan stanley's adam parker, one of the biggest bears on the street getting bullish right here on kwf hattime." jane ulrich joins us now with her 2013 outlook. it's nice to see you again. welcome. >> thank you very much. >> is it just me or has sentiment seemed to change better? >> absolutely. yes, indeed. i think november was actually the inflexion report for the chinese market and kmchinese economy. if you look at the data, pmi data are more positive. industrial production is up. retail sales are bouncing back. but more importantly i've been speaking to a lot of co
but first we go under the radar for china. what new data beyond the great wall is suggesting about investment opportunities there. those stories and much more coming up on halftime. >> i think you know we upgrayed our exposure to china last week, so i kind of agree with some of the comments just made, the recent data reports look better in china. they have really outperformed. therefore that latter group is cheap. so we like increasing china exposure. >> that was morgan stanley's...
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Dec 7, 2012
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we're better than china. meanwhile our energy costs are plummeting courtesy of the cleaner, cheaper fuel, natural gas. so cheap here it can be liquefied in the united states and sold overseas at much lower prices. potential exporter dominion later tonight. that business unimpeded by washington could be brimming with jobs. a lot of projects on hold, though, fiscal cliff. yep, the obstacle is washington, all because of the need to sock it to the 2%, not the 1.5% and the over $400,000 crowd, the 1%, or the need to fulfill the anti-tax pledge of allegiance many of our congressmen made to my college chum grover norquist. i thought bill gates and chief justice roberts were powerful. he makes the other guys look like crash dummies. we're on the cusp of an economic boom in this country. but we have politicians that would rather create a recession, a mandated economic collapse, let's create a bear market versus rising above. and guess what? these enemies of wealth and job creation may get their way and win. yes, to bo
we're better than china. meanwhile our energy costs are plummeting courtesy of the cleaner, cheaper fuel, natural gas. so cheap here it can be liquefied in the united states and sold overseas at much lower prices. potential exporter dominion later tonight. that business unimpeded by washington could be brimming with jobs. a lot of projects on hold, though, fiscal cliff. yep, the obstacle is washington, all because of the need to sock it to the 2%, not the 1.5% and the over $400,000 crowd, the...
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Dec 6, 2012
12/12
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and will start taking share in china, all the big carriers will be selling it and an omg product might be on the way. the market capitalization will still be outsized versus the rest of the market and that i don't like. there's nothing you can do about the rest of the market, right? as we settled three times today, if you want to measure the selloff here, use the 12 days of christmas approach. three nikes, four price lines, eight dells, nine coaches, ten may cy's, 11 ralph laurens, 12 mattells and a partridge and pear tree and it's still a $1 billion company. it goes down $100 billion in cash and plus it's growing. the price to earnings multiple, the apples to apples method so to speak will be the lowest in the whole s&p 500. that can and is happening. valuation will get so cheap that apple will be too compelling for informed people not to own. the company's not going to sell through all of the cash and respective cash and this company is one gigantic atm machine. and guess what? the chart with the nauseating terminology will be meaningless at that point. the technology, not the techni
and will start taking share in china, all the big carriers will be selling it and an omg product might be on the way. the market capitalization will still be outsized versus the rest of the market and that i don't like. there's nothing you can do about the rest of the market, right? as we settled three times today, if you want to measure the selloff here, use the 12 days of christmas approach. three nikes, four price lines, eight dells, nine coaches, ten may cy's, 11 ralph laurens, 12 mattells...
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Dec 14, 2012
12/12
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and china, they played hard ball in china. anybody who has played hardball in china has not succeeded. like google. first amendment, you know, tiananmen square. what's the first amendment in china, i don't think it's free speech. >> i don't think so. >> interstate commerce is as powerful as anything. >> tear down a neighborhood at any moment. >> another $156 million shares eligible for social, the social network rallied after last month's expiration and shares up 25% since the middle of november. november 14th, we went into it thinking we'd get hurt. it ended up 12.6% that day, up 250. >> it did decline prior to that, in anticipation of the expiration. >> after a big run. it's got to digest. again, this is an interest per share situation. things are done at facebook that would justify the stock going higher. the short base was gigantic. do you sense a big run? >> i think the dynamic did change after the last quarter. and the discussion you talked about, we talked about it a great deal, what the trends really appeared to be in
and china, they played hard ball in china. anybody who has played hardball in china has not succeeded. like google. first amendment, you know, tiananmen square. what's the first amendment in china, i don't think it's free speech. >> i don't think so. >> interstate commerce is as powerful as anything. >> tear down a neighborhood at any moment. >> another $156 million shares eligible for social, the social network rallied after last month's expiration and shares up 25%...
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Dec 5, 2012
12/12
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this is again china. i don't like it either but china is coming back. >> naz 100 taking on facebook. >> money is an index to the naz 100. people paid for this in premarket. it was a mistake. >> citi thinks limited can do a special div. >> limited has a lot of cash. gap said no yesterday. hurt the stock. >> goldman starts utx neutral. great company. a slap in the face, carl. boom. slap in the face. >> you got that right. what's on "mad" tonight? >> i have been featuring these investment -- look, the etf. i've been feeling they know america. i have to know how bad america is. they do the southeast. great company. >> we've not talked a lot about the cliff today. it's been kind of refreshing. cover of "the washington post" today. why doesn't the market care, right? >> i think the market doesn't understand to some degree. there's a whole new school of thought that says it would be good. another school of thought that says it doesn't matter that much. they created the cliff to be able to drive us into recession
this is again china. i don't like it either but china is coming back. >> naz 100 taking on facebook. >> money is an index to the naz 100. people paid for this in premarket. it was a mistake. >> citi thinks limited can do a special div. >> limited has a lot of cash. gap said no yesterday. hurt the stock. >> goldman starts utx neutral. great company. a slap in the face, carl. boom. slap in the face. >> you got that right. what's on "mad" tonight?...
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Dec 6, 2012
12/12
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china. i respect samsung but apple still has cache. >> i think the bottom line from the stock perspective and getting away from the company a little bit -- because we all know all of the size of it and how much cash and all of that. just looking at the stock itself, this thing is up 8,000% the last ten years. don't think that anyone should be looking at it as having that opportunity or anything even remotely close to that going forward. so when tony says the story's changing, it is changing, but changing doesn't necessarily mean it's going somewhere negati negative. it's just going to be a different type of opportunity. >> well said as always, josh. but you also probably made the case for the capital gains sale excuse that a lot of people have been throwing out there. >> it's up 40% this year versus an s&p that's up closer to 10%. don't be shocked. everyone owns it. >> tony is right, ecosystem is worth a great deal of money. if you split up the iphone, i-mac, the iphone, it wouldn't be the s
china. i respect samsung but apple still has cache. >> i think the bottom line from the stock perspective and getting away from the company a little bit -- because we all know all of the size of it and how much cash and all of that. just looking at the stock itself, this thing is up 8,000% the last ten years. don't think that anyone should be looking at it as having that opportunity or anything even remotely close to that going forward. so when tony says the story's changing, it is...
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Dec 12, 2012
12/12
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. >> fxi, china on the long side. >> that does it for us. catch the documentary tonight, behind closed doors at mariott, start at okay. >>> "halftime" is over. second half of the trading day starts now. >> absolutely. spend the night in a hotel with scott walker tonight at 9:00. ats he froo free. fed leaving interest rates the same but that's not the news. there is a new bond buying program and making an historic move keeping interest rates down low so long as unemployment rates stays above 6.5%. tying the rate it an economic trigger. an date. fed chief bernanke gearing up in about an hour's time. apple moving into your living room. yes, sir. tech tightian reportedly closer to testing several tv set designs. will it be the game-changer that so many have been waiting on? and you heard it here on cnbc. j.p. morgan's jamie dimon. taking about the fiscal cliff. do they expect a deal? their take on what happens if we do go over. my partner sue at the new york stock exchange. my partner sue with big interviewes this hour. >> that's right, ty. i sp
. >> fxi, china on the long side. >> that does it for us. catch the documentary tonight, behind closed doors at mariott, start at okay. >>> "halftime" is over. second half of the trading day starts now. >> absolutely. spend the night in a hotel with scott walker tonight at 9:00. ats he froo free. fed leaving interest rates the same but that's not the news. there is a new bond buying program and making an historic move keeping interest rates down low so long...
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Dec 7, 2012
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how good is china? how weak is china. don't worry about it. unit growth coming back. china will follow in terms of same store. the market disagrees. i think the stock is very cheap. it's show me. until we see an inflection point in china, right now people feel like it's gone like this. be careful. yum. >> there are some lonely bulls out there on yum even at these levels. >> i happen to think that the united states could turn. i like the ceo. he's always reacted to whatever is bad. i don't want to write-off yum. i feel like this was so devastating. i got to see something positive before i can come on this show and say buy it. >> how about wsm? >> here's a terrific report. they say the growth story is unappreciated. william sonoma next week pier 1 reports next week restoration hardwa hardware. everything in the house is doing better. possible sandy story. possible employment story. where would those employment numbers be had it not been for sandy? business is real good for ll. no one wants to say our business is great because of sandy because of the loss of life and the
how good is china? how weak is china. don't worry about it. unit growth coming back. china will follow in terms of same store. the market disagrees. i think the stock is very cheap. it's show me. until we see an inflection point in china, right now people feel like it's gone like this. be careful. yum. >> there are some lonely bulls out there on yum even at these levels. >> i happen to think that the united states could turn. i like the ceo. he's always reacted to whatever is bad. i...
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Dec 13, 2012
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kfc in china. that's the growth in their, i think isn't yum bigger than mcdonald's in terms of total number? >> yeah. >> i think subway is, too. research -- >> they don't even call it kentucky tried anymore. >> kfc. >> and it's really chicken. >> that's uncalled for. what do you think it is, cat? that is uncalled for. >> this is all i'll say. >> tastes like chicken. >> yes, it's chicken! if david novak -- >> taco bell. >> yeah, taco bell. >> is that really meat? is that your next -- >> no. all right. the restaurant -- research in motion, rim shares coming off a seven-month high on news that the u.s. immigrations and customs enforcement agent are going to use the blackberry 10 on a trial basis. that is on news, did you see this, that the agency is going to ditch the iphone in favor -- >> okay, so why? >> i don't know. i just want to say, so blackberry was one of the sponsors of the thing yesterday, at the dealbook conference and they showed off the blackberry 10. >> kel me about it. >> they have one
kfc in china. that's the growth in their, i think isn't yum bigger than mcdonald's in terms of total number? >> yeah. >> i think subway is, too. research -- >> they don't even call it kentucky tried anymore. >> kfc. >> and it's really chicken. >> that's uncalled for. what do you think it is, cat? that is uncalled for. >> this is all i'll say. >> tastes like chicken. >> yes, it's chicken! if david novak -- >> taco bell. >> yeah,...
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dollar. [ male announcer ] how can power consumption in china, impact wool exports from n zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understandhe connections of a complex, global economy. it's ju one reason over 75% of our mutual funds beat their 10-year lipper average. t. ro price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. i took my son fishing every year. we had a great spot, not easy to find, but worth it. but with copd making it hard to breathe, i thought those days might be over. so my doctor prescribed symbicort. it helps significantly improve my lung function starting within five minutes. symbicort dsn't replace a rescue inhaler for sudden symptoms. with symbicort, today i'm breathing better. and that means.s...fish on! symbicort is for copd including chronic bnchitis and emphysema. it should not be taken more than twice a day. symbirt may increase your risk of lunginfections, osteoporosis, d so
dollar. [ male announcer ] how can power consumption in china, impact wool exports from n zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understandhe connections of a complex, global economy. it's ju one reason over 75% of our mutual funds beat their 10-year lipper average. t. ro price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully...
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Dec 13, 2012
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how about companies that have marginal exposure to united states but much morale involved with china? you could see joy global keep its gains. that company's mining equipment is more dependent on china than a possibility slowing of the united states. we're cutting back on coal anyway. what's the most worry some thing on the whole decline? that this is really day one in recognition that the ceos were had here, the foils to james dean rebel without a cause triumph, and they are recognizing there is a cause. soak the rich with higher tax rates and cut nothing. cut nothing back, because the mandate, well, that was what the president thought he was elected on. to appropriate a little shakespeare, what fools these ceos be. the president, here is the way i summarized what they are thinking. president's rising above all right. rising above the cliff. they will fall off in the vicious game of chicken. bottom line, we have to hope history isn't repeating itself, that the market is beginning go down the path of the preceiling debacle, before we get crushed and get the deal. but if you remember t
how about companies that have marginal exposure to united states but much morale involved with china? you could see joy global keep its gains. that company's mining equipment is more dependent on china than a possibility slowing of the united states. we're cutting back on coal anyway. what's the most worry some thing on the whole decline? that this is really day one in recognition that the ceos were had here, the foils to james dean rebel without a cause triumph, and they are recognizing there...
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Dec 16, 2012
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. >> and will it be in china? will the iphone make it in china? >> i got up this morning and turned on cnbc. >> of course you did. >> one dude was at the shanghai store in line waiting for the iphone 5. >> there are a lot of pre-orders. but the question is, will they get china mobile? that's 80% of the smart phone users in china. that's a big question. >> how long have we been waiting for apple tv? >> we could be waiting for months more. >> john has the latest on a developing story between apple and walmart. john? >> yeah, melissa. big news today that kind of slipped under the radar. that's that walmart is discounting apple products way more than we could have expected. the iphone 5 starting today, the entry level iphone 5 down to $127. normally, at most outlets, $199. the new ipad, the fourth generation ipad, starting monday is going to be at $399, plus they'll throw in a $30 itunes gift card. i've been trying to make calls to figure out what the nature is of this promotion. what i gathered is this isn't something apple is pushing at all which pr
. >> and will it be in china? will the iphone make it in china? >> i got up this morning and turned on cnbc. >> of course you did. >> one dude was at the shanghai store in line waiting for the iphone 5. >> there are a lot of pre-orders. but the question is, will they get china mobile? that's 80% of the smart phone users in china. that's a big question. >> how long have we been waiting for apple tv? >> we could be waiting for months more. >> john...
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Dec 15, 2012
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china is overwhelmingly coal fired. they get another $5 million a year or so from trading in the space. what i would expect to see is some increasing of their mining revenues. >> two parts. the actual stock and the trade. >> i have no view on the stock. the fundamental picture that's set up in the relativeness to the shanghai i think is very interesting. i like the trade structure. if you're prepared to get along at 24, going to take some margin. >> it is. this is a trade that really gets the math working for you because you're short that put. if you're willing to buy the stock down there, it's a great way, no cost. nothing out-of-pocket to do that. >> one more time on the stocks verses options button. want to buy peabody, convinced it's a good china play? $28 a share. in mike's option, mike could be forced to buy it at $24 or about a 14% discount. we'll see carter later on in the show. got a question out there, send us a tweet at cnbc options. we'll answer it right after the show on our new website. yes, options action
china is overwhelmingly coal fired. they get another $5 million a year or so from trading in the space. what i would expect to see is some increasing of their mining revenues. >> two parts. the actual stock and the trade. >> i have no view on the stock. the fundamental picture that's set up in the relativeness to the shanghai i think is very interesting. i like the trade structure. if you're prepared to get along at 24, going to take some margin. >> it is. this is a trade that...
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Dec 10, 2012
12/12
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china's corporate criminals who are often inditing wishable. we don't want to give the chinesing nomic sift apple larger footprint into american capitalism. secondly, this makes a mock rift green energy policies. the main rational for which was we don't want these so-called industries of the future controlled by foreign countries and by foreign companies. and here we are, transferring all of this property over to a chinese company. and there was an american buyer. there was an american buyer. an american-owned option. >> on that point, alan, is there any sensitive technology or information that is going to be given to the chinese through this trance ak. >> that's a great question, mandy. you are broadcasting from northern jersey, right sni think you recently you learned how important electricity grids are, right? when you don't have electrical power bb life becomes very bad. a123 is making product that helps control the electricity grid system. do we want the chinese owning this technology? the possibility for sabotage is after t astro nom cal.
china's corporate criminals who are often inditing wishable. we don't want to give the chinesing nomic sift apple larger footprint into american capitalism. secondly, this makes a mock rift green energy policies. the main rational for which was we don't want these so-called industries of the future controlled by foreign countries and by foreign companies. and here we are, transferring all of this property over to a chinese company. and there was an american buyer. there was an american buyer....
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Dec 1, 2012
12/12
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there's been demand storiologist the export side from countries around china that sell into china that have been recently good. so i think there's a reason to be hopeful that we're going to see an uptick here. longer term, no question, chinese consumers are going to be more favorably inclined to buy goods that are made in china. but i don't think we expect to see a very sharp shift on that right now in the next couple of months. >> susie: you don't think this is going to impact the companies that have a china strategy? we hear from so many companies like starbucks or marriott hotels who say china is going to be their biggest market long-term outside of the united states. do you think that they're on track to continue with that policy, despite the bumps along the way? >> yeah, i think the big story here is really going to be the urbanization story. i mean the expectation that the chinese government has is really azing. they expect $300 million people are going to move from rural areas to urban areas within china over the next 20 years. if that happens the way the government expects it's
there's been demand storiologist the export side from countries around china that sell into china that have been recently good. so i think there's a reason to be hopeful that we're going to see an uptick here. longer term, no question, chinese consumers are going to be more favorably inclined to buy goods that are made in china. but i don't think we expect to see a very sharp shift on that right now in the next couple of months. >> susie: you don't think this is going to impact the...
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Dec 17, 2012
12/12
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we didn't talk about china at all. china is evidencing, from every angle, a soft landing. >> well, they're not talking about doing any additional big stimulus package? >> they probably don't need to. so we're that going to get acceleration on the other side but we're not going to have this fall, and where is this going to stop? if you have china, okay. the u.s. a little better. europe less bad. it's going to be an okay economic -- >> you get everything you want, fiscal cliffwise and we actually start tackling some of these long-term issues, you know diffident taxes are heading up. what -- is the market spring loaded so that if we get what we want it will be a really solid advance that we get? >> solid, look, joe, and in a muddle through economy solid is only a mid teen number. we're not going to get 30% gain. >> put the two years together we could have 30, if we get some of the things -- >> we had three straight years at 30. >> that was a different world. earnings were higher. they're flagging a bit now. >> if everybod
we didn't talk about china at all. china is evidencing, from every angle, a soft landing. >> well, they're not talking about doing any additional big stimulus package? >> they probably don't need to. so we're that going to get acceleration on the other side but we're not going to have this fall, and where is this going to stop? if you have china, okay. the u.s. a little better. europe less bad. it's going to be an okay economic -- >> you get everything you want, fiscal...
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Dec 10, 2012
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numbers came out saturday for china. i think italy has been remarkably good. so this was a big game changer. italy had been a part of the good story of european recovery. now it's back. >> all to monti was never intended to be there for the long term. >> sure. >> in fact, he may be leaving a month earlier than originally planned. this should not be a surprise in the larger context. while we may mention berlusconi's name right now, he's not expected to win. >> look, we knew that monti was successful. >> it may be whoever follows him is going to roll some of the gains that he's had. so-called gains. >> that's going to cause ripples here. look, on saturday night, i said, we're going to have a nice opening. china's good, people know that monti is not really going to hurt italy. i think if china continues the momentum, but the number -- >> the ex sports were less than expected in the month of november. which is a concern. then there's this perverse glass half full, that some data comes in lower, it might fuel the case for sti
numbers came out saturday for china. i think italy has been remarkably good. so this was a big game changer. italy had been a part of the good story of european recovery. now it's back. >> all to monti was never intended to be there for the long term. >> sure. >> in fact, he may be leaving a month earlier than originally planned. this should not be a surprise in the larger context. while we may mention berlusconi's name right now, he's not expected to win. >> look, we...
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Dec 14, 2012
12/12
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it looks like that's true in china. the iphone 5 at a very chilly reception for its beijing launch overtight. so, nicole, i think that apple is down again. >> it is, again, down over this, 3% right now. you're talking the 514 range. aen what happened to the $700 range and that's ubs this morning, they kept their buy rating, but reduced their target from 700 to 780 talking about china being one of the issues and not being able to build there. stuart: and the iphone 5 in beijing, there was a snowstorm, okay, a mild snowstorm, there were only two people in line to get those first iphone 5's in china. that's it. only two people. i think that's got something to do with the apple decline this morning. >> you know what, if you really want something, wild horses and snowstorms won't keep you away. stuart: so, i think we can conclude that maybe apple's losing a little of its shine, a little of its cool. maybe, i don't want to be too pejorative here, just maybe. nicole, thank you, down 10 in the early going. i want to take a look
it looks like that's true in china. the iphone 5 at a very chilly reception for its beijing launch overtight. so, nicole, i think that apple is down again. >> it is, again, down over this, 3% right now. you're talking the 514 range. aen what happened to the $700 range and that's ubs this morning, they kept their buy rating, but reduced their target from 700 to 780 talking about china being one of the issues and not being able to build there. stuart: and the iphone 5 in beijing, there was...
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Dec 7, 2012
12/12
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starbucks is not slowing down in china. we see slowdown in china from yum! brands. we also see it from tiffany's. starbucks had a very, very good quarter. the stock gapped higher. analyst howard schultz said the right thing, they are not slowing down in china. green mountain i think has problems. they have too much competition. they have a lot of inventory. there is possible accounting. i would not be selling puts in a stock like green mountain, that you could blink your eye, it could be $25 next week. > > it went down from $110. i'm comfortable owning it at a lower level. i think- > > what level? it traded at $29- > > if i buy it at $30, i can live with that- > > it just traded 18 two months ago- but to get back to starbucks, starbucks is going into tea in india. that's big. > round number three: tip top ten. 10 s&p stocks make up 80% of the index climb. is that bullish or bearish for equity markets? > > obviously it is bullish. if you look at what stocks have rallied this year, we talked about it last week, is the banks. the banks have been on fire. apple is one o
starbucks is not slowing down in china. we see slowdown in china from yum! brands. we also see it from tiffany's. starbucks had a very, very good quarter. the stock gapped higher. analyst howard schultz said the right thing, they are not slowing down in china. green mountain i think has problems. they have too much competition. they have a lot of inventory. there is possible accounting. i would not be selling puts in a stock like green mountain, that you could blink your eye, it could be $25...
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Dec 6, 2012
12/12
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china confirms talks with apple. but the problem here, he says tech is not an issue, it's mainly about the business model and benefit sharing issues. that could be a problem. >> he is also playing the part of what many analysts are doing, which is let me explain why it's going down, in the same way that the death cross, i always love the death cross, this is a technical term. i can think of a million reasons to sell it. the only reason i want to own it is because it makes the best products in the world and it's inexpensive. >> that's a lot of people looking at the chart. >> look again, the people who own apple, they were the ones who owned it because it was going up. it reminds me very much in 1999, what do i do with my nortel, it's at 110. in the meantime, roth, the ceo gives a session, an off the record session, or a session where he bashed 15 people. and said you know what? we're going to miss the numbers really big. apple is not nortel, but it trades like those that do and people get into the rut of saying i got
china confirms talks with apple. but the problem here, he says tech is not an issue, it's mainly about the business model and benefit sharing issues. that could be a problem. >> he is also playing the part of what many analysts are doing, which is let me explain why it's going down, in the same way that the death cross, i always love the death cross, this is a technical term. i can think of a million reasons to sell it. the only reason i want to own it is because it makes the best...
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Dec 14, 2012
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one for her sister in china and another for another family member. neil: so we are not talking about dozens or hundreds or anything like that to . >> for phones, and for that, she was beaten for an animal. neil: apple has been commenting, as you know, the chinese stealing technology here, stealing phones, phone them at a big premium abroad, did not come up with anything you heard about or anyone you talk to? >> because she is an asian woman, they immediately go there. she is just a very nice and respectful and quiet lady. a very successful businesswoman from shanghai. she doesn't need to do that to make money. even if she was, does not want her being beaten like that. neil: i don't understand the events that led to anyone getting tased in the store. could she resist or yell or scream? >> she yelled and she screamed. when it be ironic if the chinese government followed up a complaint about the maltreatment of one of their nationals. >> as far as you know, do you know what is your fiancÉ do? and she involved in the technology industry? >> she was an a
one for her sister in china and another for another family member. neil: so we are not talking about dozens or hundreds or anything like that to . >> for phones, and for that, she was beaten for an animal. neil: apple has been commenting, as you know, the chinese stealing technology here, stealing phones, phone them at a big premium abroad, did not come up with anything you heard about or anyone you talk to? >> because she is an asian woman, they immediately go there. she is just a...
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Dec 12, 2012
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they love coal in china. i don't want to make a judgment on whether that's -- but they are huge coal plant builders there. huge. >> an important one to watch. we'll talk about a bunch more after the break. what does goldman have to say about the state of the economy. we'll get that exclusive a little bit later in the show. costco, as we said, set to open higher after that better than expected number. will other retailers follow suit. we'll get the answer when the opening bell rings in just about 4 1/2 minutes. if you think running a restaurant is hard, try running four. fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from ch [ male announcer ] this is steve. he loves risk. but whether he's climbing everest, scuba diving the great barrier reef with sharks, or jumping into the market, he goes with
they love coal in china. i don't want to make a judgment on whether that's -- but they are huge coal plant builders there. huge. >> an important one to watch. we'll talk about a bunch more after the break. what does goldman have to say about the state of the economy. we'll get that exclusive a little bit later in the show. costco, as we said, set to open higher after that better than expected number. will other retailers follow suit. we'll get the answer when the opening bell rings in...
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Dec 5, 2012
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market relative to china. now roughly 60% of mexico's gross domestic product is in kansas city southern rail, and kansas city southern's mexico business grew auto volumes in an astounding 31% clip in the last quarter. who's got that kind of industrial growth? and the company expects growth to continue in that solid double digit range. what's more, kansas city southern currently serves nine auto plants in mexico, but nissan, honda, mazda and audie will be opening plants. crazy, huh? bmw. over the time frame, mexican auto production is expected to surge from 2.5 million vehicles a year to 3.5 million. i think that's low versus what will ultimately be. and kansas city southern think they will have 60% auto shares. kansas city southern should benefit from the auto rebuild that's needed in the wake of hurricane sandy. can't get this stuff to america fast enough. united states fast enough. thanks to the strength of the economy, the increasing volumes with declining costs. the gross margins are expanding, how much do
market relative to china. now roughly 60% of mexico's gross domestic product is in kansas city southern rail, and kansas city southern's mexico business grew auto volumes in an astounding 31% clip in the last quarter. who's got that kind of industrial growth? and the company expects growth to continue in that solid double digit range. what's more, kansas city southern currently serves nine auto plants in mexico, but nissan, honda, mazda and audie will be opening plants. crazy, huh? bmw. over...
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Dec 24, 2012
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how much of a foray will china make into europe? > > as the chinese captain who runs cosco told me, europe had, for a long time, enjoyed a number of protections. they started spending a lot of money that they didn't have, and now they're paying a price. so what is going to have to happen going forward is that probably europeans are going to have to go back on a number of protections, moving somewhat in the direction the chinese are, which is perhaps to say lower wages, less protections. but europeans certainly, and certainly here in greece, are going to be fighting back against a wholesale backslide toward, again, what many see as the possibility of stumbling into third world working conditions. > > liz alderman of the new york times. thanks so much for your reporting today. > > thank you for having me. still ahead, hits and flops. a look back at the movies that brought riches and pr headaches for film studios. but first, we'll hear from the man who shook things up after a stunning exit from goldman sachs. that's next. wall street e
how much of a foray will china make into europe? > > as the chinese captain who runs cosco told me, europe had, for a long time, enjoyed a number of protections. they started spending a lot of money that they didn't have, and now they're paying a price. so what is going to have to happen going forward is that probably europeans are going to have to go back on a number of protections, moving somewhat in the direction the chinese are, which is perhaps to say lower wages, less protections....
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Dec 10, 2012
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it plans to open 2400 starbucks in china and the u.s. within two years. "overall, there's going to be coffee available. that'll help you on pricing, so it might be a good time to be expanding." starbucks' expansion plans aren't only meared number of shops. in the last 12 months, its acquired juice company evolution fresh, bakery la boulange, and is about to finalize acquisition of tea company teavanna. tensions remain high in michigan's capitol city, where legislation is about to be passed that could weaken the power of unions. protestors are furious. republican lawmakers moved quickly last week to enact "right to work legislation," allowing workers at unionized companies not to pay dues to the union, which reduces bargaining power right in the uaw's own back yard. the measure has already been approved by both chambers of michigan's legislature, and final enactment could take place tomorrow. republican governor rick snyder supports the legislation. if enacted, it would make michigan the 24th state with right-to-work laws. recent strikes at a california sh
it plans to open 2400 starbucks in china and the u.s. within two years. "overall, there's going to be coffee available. that'll help you on pricing, so it might be a good time to be expanding." starbucks' expansion plans aren't only meared number of shops. in the last 12 months, its acquired juice company evolution fresh, bakery la boulange, and is about to finalize acquisition of tea company teavanna. tensions remain high in michigan's capitol city, where legislation is about to be...
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Dec 4, 2012
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is china your best bet in 2013? joining us is chief china equity strategist at goldman sachs. always great to speak with you. >> those pmi numbers seven-month high. fourth month gain. it is the longest streak in more than a year for the chinese currency and the stock market lowest level since 2009. what is telling the true story? >> well, i think obviously we are seeing pretty reasewassurin cyclical signs and the market is reacting more. there has been a big divergence in terms of performance. the reason the asian market is not turning so much is because it is less correlated to the global market. and secondly i think it is just not only focusing on structural reform issues more but more bearish on the cyclical outlook. those are probably some of the key differences. we think that tha asia market guys are a little too bearish on the cyclical and reform side. we think that 2013 returns will be a little higher for a versus for h. >> you have introduced with your most recent note at the end of november a reform basket of stocks. can you walk us through what that means? >> over th
is china your best bet in 2013? joining us is chief china equity strategist at goldman sachs. always great to speak with you. >> those pmi numbers seven-month high. fourth month gain. it is the longest streak in more than a year for the chinese currency and the stock market lowest level since 2009. what is telling the true story? >> well, i think obviously we are seeing pretty reasewassurin cyclical signs and the market is reacting more. there has been a big divergence in terms of...
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Dec 24, 2012
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david: it is time to go off the desk and over to china for a huge holiday pillow fight. they blew off some steam with a pillow fight. they had the names of bosses and professors on
david: it is time to go off the desk and over to china for a huge holiday pillow fight. they blew off some steam with a pillow fight. they had the names of bosses and professors on
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Dec 17, 2012
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you mentioned the copper, the china plays. the comments. the caterpillars of the world. >> remember when ets, used to buy the actual commodity, i don't know how much, but i do see there's a lot of things that tell me that it indicates maybe we reverse. i don't like big up monday openings. i feel like they often tend to fool people. the empire was not good. it's mixed here. it's just definitively mixed. we're thirsty for those earnings. oracle could be big. ge analysts' meetings could be big. >> it is expected to give guidance for 2013. there's a 2:00 p.m. eastern time conference call, i believe, associated with that. so we may be learning some things in terms of at least our expectations next year from ge. increased its dividend last week, that not that long ago during the financial crisis was cut. rather substantially. over the last year, ge capital has begun paying a dividend yet again to its parent ge. and so it will be interesting to hear. we should point out ge still owns 49% as well as universal. >> ge made a major move. into oil and
you mentioned the copper, the china plays. the comments. the caterpillars of the world. >> remember when ets, used to buy the actual commodity, i don't know how much, but i do see there's a lot of things that tell me that it indicates maybe we reverse. i don't like big up monday openings. i feel like they often tend to fool people. the empire was not good. it's mixed here. it's just definitively mixed. we're thirsty for those earnings. oracle could be big. ge analysts' meetings could be...
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Dec 5, 2012
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veterans and disability group in america. 152 countries have already ratified the treaty including china and russia. the treaty is modelled after existing u.s. law. former senator bob dole is 89 years old. he just got out of the hospital yesterday. and today he kaim to the senate floor in a wheelchair to support the treaty. eight republicans and two independents voted for the treaty including john mccain. but it wasn't enough. the treaty failed 61-38. >> it was solid then. he means it. and i think the organizing around it is so important. the labor movement, consumer groups, women's groups. >> i'm joined by a columnist for the nation magazine and howard fineman, msnbc political analyst. great to have you with us. howard, you first. when bob dole comes to the senate and he can't move people, where is the common sense? >> the senate is lost. that's the way i would put it. bob dole, one of the most revered figures. he's almost literally on his death bed a week or two ago. who commoned the courage to come to the senate to be the conscious on something he championed in 1990. this was senator
veterans and disability group in america. 152 countries have already ratified the treaty including china and russia. the treaty is modelled after existing u.s. law. former senator bob dole is 89 years old. he just got out of the hospital yesterday. and today he kaim to the senate floor in a wheelchair to support the treaty. eight republicans and two independents voted for the treaty including john mccain. but it wasn't enough. the treaty failed 61-38. >> it was solid then. he means it....
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Dec 6, 2012
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of big caterpillar equipment and talk about what's going on in china and i hope we get back to that. you're right that's all we're talking about instead of talking about caterpillar and what you do well as a great company. >> thank you. again, every time i come to the floor it's the hub of our greatness in this country of business. it's why we're here. it's really fun and exciting and let answer get into '13 and get into real things. i'm with you, joe. >> i know, but this deal has to play in peoria. >> it will play. >> compared to what you got in illinois now anything looks good. thanks. >> okay. >>> the executive chef tpz at jpmorgan the bank naming two chief officers to oversee things like anti-moneying. kayla tausche joins us. >> the person to watch everyone watching is looking at jez staly, he was chairman as of july largely viewed as a swank song role that rivals have taken note of. there were discussions over the ceo at legg mason, the baltimore asset manager. the talks fell apart and staly was the top of the short list for the board and recruiters after being serious talks for
of big caterpillar equipment and talk about what's going on in china and i hope we get back to that. you're right that's all we're talking about instead of talking about caterpillar and what you do well as a great company. >> thank you. again, every time i come to the floor it's the hub of our greatness in this country of business. it's why we're here. it's really fun and exciting and let answer get into '13 and get into real things. i'm with you, joe. >> i know, but this deal has...
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Dec 14, 2012
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Dec 24, 2012
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china and the united states. david: hold on, bob, let me define what you mean about clean energy, a lot of people from nrc did do not include natural gas with clean energy, but do you? >> well, what i'm talking about is wind, solar and other sources, but the key-- >> what about natural gas bob? >> the key to it, david, how we get it. it has to be gotten in a responsible way. we can't continue to put our communities, our ranchers, our farmers at risk and we can't continue to kick down the road the transition we need to make for the sake of our economy, for the sake of our national security for the sake of our-- >> we're not kick it go down the road. this isn't a fiscal cliff kick down the road. they're improving techniques all the time. they're not kicking the problem down the road. >> most are. and those that aren't need to be required to do so. we need to improve the public oversight. right now they don't have to comply with our foundational safeguards, david. like the clean water act. safe drinking water. that
china and the united states. david: hold on, bob, let me define what you mean about clean energy, a lot of people from nrc did do not include natural gas with clean energy, but do you? >> well, what i'm talking about is wind, solar and other sources, but the key-- >> what about natural gas bob? >> the key to it, david, how we get it. it has to be gotten in a responsible way. we can't continue to put our communities, our ranchers, our farmers at risk and we can't continue to...
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>> the best way to play china would be the etf. it's a proxy for the market, but that's because the others out there, you know, they have a lot more of a spread because it's harder to trade the stocks so, you know, the size would trade closer to the index, probably one of the sharper investors, etfs for investors. liz: bruno, the best idea with the fiscal cliff, you believe the cuts kicking in january 1 # #st, something will happen, there will be a deal. that said, where do you advise people to put your money? >> a generational opportunity with the energy or in the sense that's happening right here in the u.s.. we are going to see tremendous growth from a number of companies particularly on the exploration and production space, and specifically around a fiscal cliff creating short term opportunity with limited partnerships, or mlps, the backbone of a lot of the infrastructure that's being built around the energy in a sense that we're seeing, and we'll see it for years to come, and so a lot of opportunities with a lot of opportuniti
>> the best way to play china would be the etf. it's a proxy for the market, but that's because the others out there, you know, they have a lot more of a spread because it's harder to trade the stocks so, you know, the size would trade closer to the index, probably one of the sharper investors, etfs for investors. liz: bruno, the best idea with the fiscal cliff, you believe the cuts kicking in january 1 # #st, something will happen, there will be a deal. that said, where do you advise...
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Dec 7, 2012
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it says designed by apple in california, assembled in china. all apple products are made in china. that's about to change. ceo tim cook announced starting next year one line of computers will be designed and built in the usa. >> i think it's a big surprise. >> reporter: cnet says with one line of macs and not the iphone or ipad, apple is not taking a huge risk. >> for apple to say this is something they want to do that they want to manufacture here in the united states, it's a big deal. it's a big differentiate tore for this company. >> reporter: this is the image that apple likes to show. that has been tarnished by sweat shop conditions at the chinese factories. nets were installed outside the dormitories run by apple contractor to prevent suicides after several contract workers jumped to their deaths. after widespread media reports apple began to improve conditions. >> they love the computers but we were saying i don't know, it's not conscious consumerism which is what we're looking at now. where is your money going. what is it supporting? >> reporter: made in america may be an e
it says designed by apple in california, assembled in china. all apple products are made in china. that's about to change. ceo tim cook announced starting next year one line of computers will be designed and built in the usa. >> i think it's a big surprise. >> reporter: cnet says with one line of macs and not the iphone or ipad, apple is not taking a huge risk. >> for apple to say this is something they want to do that they want to manufacture here in the united states, it's a...
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Dec 16, 2012
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crude oil and news of an increase of industrial production in china and the united states. a barrel of oil now just under $87. eighteen days from the fiscal cliff. the president looking back, addressing claims that he wants to create a socialist system in this country. the president saying if he had been president 25 years ago, there would be a shockingly different view of him and his politics. >> the truth of the matter is that my policies are so mainstream that if i had said the same policies, i have had been considered a moderate republican back then. lou: i don't know whether he believes that or not. it is great have a team with us. >> i'm not sure he could have gotten elected 25 years ago as a kid. obviously, he was pretty sial step backward in time. lou: he says he has outgrown all that. >> by the definition of what you are, he is pretty left-sided as far as i'm concerned the. lou: the idea that the president came back in the so-called negotiations. it is either a farce of this process or whatever you want to call it -- but telling speaker boehner that all he really w
crude oil and news of an increase of industrial production in china and the united states. a barrel of oil now just under $87. eighteen days from the fiscal cliff. the president looking back, addressing claims that he wants to create a socialist system in this country. the president saying if he had been president 25 years ago, there would be a shockingly different view of him and his politics. >> the truth of the matter is that my policies are so mainstream that if i had said the same...
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Dec 14, 2012
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also, china story. apple's iphone is officially on sale in china starting today. that should help apple reverse a slide in its market share in that really important area. but analysts say the key to apple's future in china is a tie-up with the telecom operator china mobile. the two have been in talks for years but haven't yet come to any agreement. and you wonder how much china, how much do they want? how much do you have to give up to get a part over there? almost everything, right? >> pretty much. all of your data, everything -- >> their way, they get your technology. do they get the lion's share of -- do they split anything down the middle? >> anyway let's talk about facebook. a major facebook lockup expiration is happening today. early employees' investors will get their first chance to sell about 156 million facebook shares since the ipo back in may. and joining us now on the "squawk" newsline, henry blodget, the ceo and editor in chief at business insider. good morning. >> good morning, thanks for having me. >> a little prognostication here. does this matter
also, china story. apple's iphone is officially on sale in china starting today. that should help apple reverse a slide in its market share in that really important area. but analysts say the key to apple's future in china is a tie-up with the telecom operator china mobile. the two have been in talks for years but haven't yet come to any agreement. and you wonder how much china, how much do they want? how much do you have to give up to get a part over there? almost everything, right? >>...
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Dec 17, 2012
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and china did 2 million iphone 5s. europe is week. but with demands elsewhere looking healthy, some numbers at least seem to be going apple's way. the question is whether samsung and amazon are meaningfully zapping the apple products. >> all right, jan. thanks so much. >> we've got both sides of that debate right now. the iphone 5's big debut in china is further proof that apple's fundamentals are solid one says. but stewart jeffrey is not sold. he says rivals like google's android are catching up. we were just talking there. jon pointing out the other competition out there. stock down 25% in the last three months. you remain bullish though. why? >> i do. i think a lot of the selling has to do with capital gains taxes. i think it was from the 700 level. and then you had another wave of it with long-term capital gains taxes. fears of that after the election we think caused an issue. we think that's why the stock is down. we still think it's quite solid. >> what about the competitive environment? stewart, that's one you've been looking
and china did 2 million iphone 5s. europe is week. but with demands elsewhere looking healthy, some numbers at least seem to be going apple's way. the question is whether samsung and amazon are meaningfully zapping the apple products. >> all right, jan. thanks so much. >> we've got both sides of that debate right now. the iphone 5's big debut in china is further proof that apple's fundamentals are solid one says. but stewart jeffrey is not sold. he says rivals like google's android...
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china is starting to come back. on the other side of china, we should start to see good rebound. that is the premise. here we are in the united states with one of the best economies in the world getting better and the potential to take them off the rails with the fiscal cliff conversation. liz: more than 200 companies have moved up their dividend of dave. do you have plans to speed up your favorites before the end of the year, andrew? >> we have a very healthy dividend payment. we have what we consider a long-term approach. the short answer is, we are looking at all options. it is doubtful we will do anything. liz: are you in the cheering for you think it will not be as bad if they do not strike a deal? >> there is no business leader out there that is not in the camp of saying if this does not get done, this will be a very negative affect on the u.s. economy. we are in the camp, all of us, working hard to bring that point to both sides of the aisle. i believe that they are hearing that very loudly from many of us in the business community. the hammering out and the public domain
china is starting to come back. on the other side of china, we should start to see good rebound. that is the premise. here we are in the united states with one of the best economies in the world getting better and the potential to take them off the rails with the fiscal cliff conversation. liz: more than 200 companies have moved up their dividend of dave. do you have plans to speed up your favorites before the end of the year, andrew? >> we have a very healthy dividend payment. we have...
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Dec 5, 2012
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the china ftse. this is a place i think we're goings higher. >> gnat gas up 4%. >> got a beth of a boost. also from companies wanting to get a little more gassy. >> oh. >> well, they are. they want to get some of this natural gas offshore and i still like it. >> grasso? >> i bought mc, i bought ac steel and i bought big steel, leonard x. i've already sold all three. i've clipped my profit. i'm done for now. if the global economy is doing better, they will continue to go higher. >> up 7%, western digital. mike? >> accelerated dividend is one. >> and we've got a pop here for honey boo boo. >> what? >> what do secretary of state hillary clinton, chris christie and honey boo boo have in common? they've all been placed on barbara walters' most fascinating list. honey boo boo has her fair share of critics including adam lee convenient and south parks. she's sweet loving. look at that face. >> so that's not a sign? >> what? >> of the myan prophecy. >> i knew you were going there. >> that's scary. >> all rig
the china ftse. this is a place i think we're goings higher. >> gnat gas up 4%. >> got a beth of a boost. also from companies wanting to get a little more gassy. >> oh. >> well, they are. they want to get some of this natural gas offshore and i still like it. >> grasso? >> i bought mc, i bought ac steel and i bought big steel, leonard x. i've already sold all three. i've clipped my profit. i'm done for now. if the global economy is doing better, they will...
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Dec 13, 2012
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china doesn't just get access to the canadian oil fields. the chinese get direct access to choose reserves in our own back yard in the gulf of mexico. it still needs approval from washington, but the chinese will control a major north american oil company. lou dobbs is with us now. i cannot imagine that you think this is a good idea. lou: is a terrible idea if it's not altered. as you know, the oil and the immense reserves, it will likely begin doing so over the years ahead. it is a big deal for the chinese. they also have control just about 116 million barrels of oil in the gulf of mexico, primarily fields off the coast of louisiana. those are under u.s. jurisdiction. the trick here is the chinese offshore oil company, the chinese national offshore oil company, they have run into this before. it was back in 2005 when they tried, as you probably recall, they ran into all sorts of issues due to better than other technology and resources held and it was locked. this time, i think it is -- it is very important that significant authorizations ar
china doesn't just get access to the canadian oil fields. the chinese get direct access to choose reserves in our own back yard in the gulf of mexico. it still needs approval from washington, but the chinese will control a major north american oil company. lou dobbs is with us now. i cannot imagine that you think this is a good idea. lou: is a terrible idea if it's not altered. as you know, the oil and the immense reserves, it will likely begin doing so over the years ahead. it is a big deal...
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Dec 6, 2012
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make it here and you don't have to ship from china, saving a lot of money. suddenly, the math isn't adding up. so, they are decides that made in america makes more sense. >> yes, it's an economic question about being made in america. it's not necessarily a patriotic question. it's an economic question. >> reporter: one that also creates a ripple effect here at home. the other jobs created. just last night, we introduced you to arianna russell in st. louis, making her own iphone cases and determined to make her design here in america. so, you found a way to do it here. >> i found a way to do it here. >> reporter: there was so much interest in those cases last night that her website crashed within five minutes of our report. but it's back up and running tonight and she tells us she sold 2,000 of the cases in 2 hours. on this larger announce m from apple tonight, we reached out to our team of economists and they all echoed one another, saying this is about more than just good will. it's now good business. and this move puts an exclamation point on the trend we'
make it here and you don't have to ship from china, saving a lot of money. suddenly, the math isn't adding up. so, they are decides that made in america makes more sense. >> yes, it's an economic question about being made in america. it's not necessarily a patriotic question. it's an economic question. >> reporter: one that also creates a ripple effect here at home. the other jobs created. just last night, we introduced you to arianna russell in st. louis, making her own iphone...
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liz: what other areas do you like with china? if people are concerned about whether we will see more of a slowdown, what is your number one moneymaker? >> the telecom of australia. the reason they say that is a 6.5% dividend. which is great, up 30% this year. let's say it does nothing over the next four or ffve years and you're collecting the dividend rising at 4% per year, you look at the compound rate, it is 8%. maybe even more. liz: you still have time to be a shareholder of record. >> absolutely. you look at the point of view of other areas to invest. you can own internationally by having u.s. companies. invest internationally would be a theme i think would be nice for everybody. the mcdonald's of the world, that is where there is growth and expansion. imagine a starbucks, not many in the u.s. liz: they have 17,000 stores globally. i know the exact number, and they are expanding. they had to close 60 600 stars a financial crisis. they're getting in the same trouble. said i would never overspend again, but these new numbers ar
liz: what other areas do you like with china? if people are concerned about whether we will see more of a slowdown, what is your number one moneymaker? >> the telecom of australia. the reason they say that is a 6.5% dividend. which is great, up 30% this year. let's say it does nothing over the next four or ffve years and you're collecting the dividend rising at 4% per year, you look at the compound rate, it is 8%. maybe even more. liz: you still have time to be a shareholder of record....
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it's very good for china. but of course, the fiscal cliff will have a huge impact on where emerging markets and the rest of the world goes this year. i think if you really want to play it smart, you look at consumer-facing businesses, health care technology, emerging markets. you can't lose. >> well, ron, that's what i was going to ask you. you brought up india and the rising consumer is such a big piece of the growth story there. can you drill down for me more on how we can tap into that and capitalize on it? >> absolutely. so here's the issue with the consumer. obviously the consumer story is the biggest thing for the emerging markets. that's the story for the next decade at least. the issue is that a lot of the adrs that we can trade don't really touch the consumer as much as we'd like. there are a few. on the technology side, we like a number of stocks, like we like china mobile. that's chl. that gives you the emerging consumer, that's really moving into mobile. we like qihu. that's a stock that really get
it's very good for china. but of course, the fiscal cliff will have a huge impact on where emerging markets and the rest of the world goes this year. i think if you really want to play it smart, you look at consumer-facing businesses, health care technology, emerging markets. you can't lose. >> well, ron, that's what i was going to ask you. you brought up india and the rising consumer is such a big piece of the growth story there. can you drill down for me more on how we can tap into that...